Filed March 21, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $173,605 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $85,963 |
Filed as: MCCONNELL AND JONES Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $27,800 |
WHITLEY PENN LLP10+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,019 | $122,128+54.0% | $147,117+27.8% | $200,096-6.0% |
| Participation rate | 95.6% | 78.2%+17.4pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 13.78% | 30.58%-16.8pp | 420.54%-406.8pp | 34.26%-20.5pp |
| Employer contribution / active EE | $6,869 | $4,093+67.8% | $4,932+39.3% | $3,038+126.1% |
| Participant deferral / active EE | $10,482 | $8,484+23.6% | $8,065+30.0% | $5,090+105.9% |
| Admin fee / account holder | $145 | $180-19.1% | $12,993-98.9% | $269-46.0% |